Jin Hur, Financial Planner,Willowdale, ON

Working together every step of the way

Focus on what you do best – running your business – with help from my team and I who understand the complexities and the unique challenges you may face. Catering to the needs of business owners and entrepreneurs, our team of specialists can help simplify your finances and create a robust wealth plan.

Achieve your vision through a tailored wealth plan

The business and wealth strategies we can create include:

Tax Planning

We can create a personalized wealth strategy to help improve your tax efficiency and keep income available as you need it.

Credit Solutions

Get help with challenging transactions. We will share tactics for managing cash flow and discuss recommended credit options.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize returns, and invest tax-efficiently.

Simplify your finances

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:

Work with you to understand your priorities.
Create a wealth plan that considers your financial picture.
Schedule regular check-ins to track progress.
Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to support your needs.
Offer ongoing support to help you move forward confidently.

Exit Planning

Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to:
Help create a succession plan that outlines your expectation for the continuity of your business.
Recommend strategies for reducing your tax burden, enhancing the value of your business, and growing your wealth.

Diversity and inclusion matter to us

Bring your whole self to your business, we have customized banking solutions for you.

TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.

LGBTQ2+ Business Owners

TD supports LGBTQ2+ business owners and customers nationwide through a variety of inclusive policies, communications, development programs and initiatives.

Black Entrepreneurs

We can offer banking solutions that fit your needs. Share your priorities with us, and let's plan your financial journey together.

Transfer of Wealth

Legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place.

To help you optimize the eventual transfer of your wealth, I've included an article that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.